Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.234 | 0 | 70 |
| 1 month | -0.029 | 0 | 50 |
| 3 months | 0.066 | 0 | 69 |
| 1 year | 0.235 | 0 | 72 |
| 3 years | 0.098 | 0 | 81 |
| 5 years | 0.013 | 0 | 71 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.064 | — |
| 2023 | 0.015 | — |
| 2022 | -0.220 | — |
| 2021 | -0.032 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.012 | 0.088 | 0.118 | — |
| 2024 | 0.002 | 0.064 | 0.078 | -0.074 |
| 2023 | 0.059 | -0.036 | -0.074 | 0.073 |
| 2022 | -0.129 | -0.073 | -0.135 | 0.117 |
| 2021 | 0.049 | 0.015 | -0.078 | -0.014 |
| 2020 | 0.206 | 0.108 | 0.175 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.235 |
| 3 years | 0.098 |
| 5 years | 0.013 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.